Brazilian airframer Embraer handed over 78 commercial jets in 2025, landing at the bottom end of its 77 to 85 aircraft guidance range.
The performance represents a 6.8% year-on-year increase from the 73 units delivered in 2024, and a more pronounced jump from 2023’s 64 aircraft.
As is typical for the San José dos Campos-based manufacturer, the final quarter saw most units shipped, with 32 commercial aircraft delivered in 4Q25, roughly 41% of its total annual volume.
This late-year surge was a sharp acceleration from the 20 units delivered in the third quarter and a slight improvement over the 31 delivered in the same period last year.
Of the 32 aircraft delivered in the final quarter, 15 were the largest E2 variant, the E195-E2. The mix suggests that while the E175 remains a staple for the U.S. regional market, the larger airframe is increasingly where the delivery momentum lies.
While hitting the lower end of guidance will satisfy investors looking for reliability, the pressure remains on Embraer to smooth out its production cycle.
Relying on a massive fourth-quarter push to meet annual targets remains a high-stakes strategy in an environment where parts shortages can still disrupt assembly lines at short notice.
Backlog and 2026 outlook
While Embraer’s 2025 delivery performance was a “just-in-time” success, the manufacturer enters 2026 with a record order book that provides significant revenue security but intensifies the pressure on its production line.
Embraer’s commercial backlog is at its highest level in nearly a decade, valued at approximately USD 15.2 billion. The company’s total backlog across all divisions reached a record USD 31.3 billion in late 2025.
Despite having “practically closed” production slots for 2026 and 2027, management has signaled that 2026 will be a transition year. CEO Francisco Gomes Neto says that while the sales book is robust, the “real challenge” remains delivery execution.
With a book-to-bill ratio sitting at 2.7x over the past year, Embraer isn’t short of customers. The question in 2026 will be whether the airframer can finally de-risk its supply chain enough to turn that USD 15 billion backlog into on-time handovers.
PHOTO: Rob Munro 2025
Embraer’s demo E195-E2 at last year’s Paris Air Show
